14 Vendor Relationship Management jobs in Canada
Portfolio Manager (Relationship Management)
Posted today
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Job Description
Job Description
Salary:
PORTFOLIO MANAGER, Successful Investor Wealth Management Inc.
We are an established wealth management and investment publishing firm with 25+ years experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing. Successful Investor Wealth Management (SIWM) is currently seeking a Portfolio Manager who specializes in Client Relationship Management.
We are transforming our business and experiencing significant growth and as a result SIWM is looking for an investment professional with strong relationship management skills who will provide high quality service to clients and contribute to the continued growth of the organization.
With the objective of growing and diversifying the client base, the ideal candidate will have a solid understanding of capital markets and be able to articulate SIWMs investment process and philosophy. Conducting a thorough assessment of each clients goals, objectives, and risk tolerance from which an appropriate investment strategy is developed is key to the role. As the organization puts more emphasis on value-added services such as retirement planning, tax and family financial planning, a high level of comfort with these value-added services will be important.
To achieve the above-mentioned goals, the candidate will be the primary point of contact on most portfolios. The selected candidate will have excellent interpersonal skills that will allow quick building of strong bonds of trust with SIWMs private clientele. The candidate will be self-sustaining, self-sufficient, and proactive but at the same time a team player able to evolve in a collegial environment and foster collaboration.
KEY RESPONSIBILITIES
- Develop a relationship of trust with existing and future clients of SIWM and be their primary point of contact.
- Manage, maintain, and enhance SIWMs relationships with its clients.
- Thoroughly assess each clients unique circumstances, goals, objectives, risk tolerances and constraint.
- Effectively communicate SIWMs investment philosophy and strategy as well as understanding and articulating our investment thesis on a sector and individual security basis.
- Coordinate and oversee the administrative aspects of the client relationship and ensure high quality and accuracy of information.
- Responsible for Know Your Client and suitability issues.
- Conduct all activities within a best-in-class culture of compliance and service.
- Seek opportunities to cross-sell or upsell to existing clients.
- Grow the business by identifying new sales and business development opportunities.
- Monitor and assess the activities of our competitors to proactively satisfy and retain our clients.
- Provide excellent service to maintain a positive reputation for the business.
- Resolve any client complaints promptly and professionally.
- Communicate with clients who express a desire to transfer their assets out to understand their reasons and make every effort to retain their valued business.
- Participate in and contribute to SIWMs overall growth and strategic vision as well as building the firm brand.
- Accomplish department objectives.
- Planning and evaluating department activities.
- Manage daily operations of a small customer service team.
REQUIREMENTS (Qualifications, Experience & Skills)
- University Degree.
- Completion of the Canadian Securities Course required.
- Registered with Securities Commissions as a Portfolio Manager (Advising Representative); CFA preferred.
- Experience with suitability determinations for clients and know-your-product analysis.
- 5 years experience with at least 3 years in a client-facing role.
- The Certified Financial Planner designation or similar credentials would be an asset.
- Ability to build, foster and maintain positive professional relationships.
- Devotion to high-quality customer service.
- A team player with excellent communication skills, computer proficiency and high level of professionalism.
- Be able to meet targets and handle a high-pressure environment.
- Strong relationship management skills.
- Excellent influencing skills.
Located near Yonge St. and Sheppard Ave. in North York, Toronto. We are seeking a dynamic and adaptable team member who can thrive in a hybrid work environment, combining the best of both remote and in-office work to achieve our goals.
Pre-employment work references, credit and criminal background checks are required.
Successful Investor Wealth Management Inc. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Vendor Management Office
Posted 16 days ago
Job Viewed
Job Description
A career as a Senior Advisor in the Vendor Management Office team at National Bank means acting as an expert in supplier management, influencing directions and policies related to supplier governance, ensuring the implementation, operationalization and end-to-end management of the supplier management life cycle. It is to ensure the management, monitoring of performance, development and maintenance of a good business relationship with third parties.
This profession allows you to make a positive impact on our organization with your expertise and experience in vendor management, while also allowing you to have the opportunity to learn and grow further.
Your job
- Manage the end-to-end supplier management lifecycle
- Lead and act as an owner in contract governance, in the development of strategic relationships with partners and in the application of industry best practices in the management of suppliers under your responsibility, while deploying and operating a methodology to assess, on a regular basis, the "health" of your portfolio
- Lead and influence sector directions to optimize supplier performance and alignment with the Bank's objectives
- Act as the primary liaison between the bank and its suppliers
- Interpret and control risks related to third parties and more specifically those arising from information security due diligence, financial analysis, implementation of continuity and IT succession plans, as well as monitoring of supplier performance
- Identify issues and participate in the analysis of risk issues, assess the impacts for the Bank and formulate and monitor innovative long-term solutions
- Participate in the development and implementation of cost optimization strategies to ensure the optimal positioning of the Bank and the monitoring of budgets
Your team
Within the Vendor Management Office sector, you are part of a team of 8 colleagues and report to the Senior Director. Our team stands out for its collaboration, agility, desire for continuous improvement and incredible teamwork. Our goal is to offer you maximum flexibility and quality of life. This includes a hybrid work environment.
Our apprenticeship-in-action training programs allow you to master your craft. Customized tools on vendor management topics are available to support your continuous learning. Access to colleagues with different expertise, experiences and diverse profiles enriches your development from all points of view.
Prerequisite
- Industry-related bachelor's degree and 7-10 years of experience OR industry-related master's degree and five years of relevant experience
- Experience working in banking or related to the industry
- Experience in governance, third-party performance management, contract management and risk management
- Recognized ability to negotiate contractual agreements and/or strong influencing skills
Vendor Management Office
Posted 16 days ago
Job Viewed
Job Description
A career as a Senior Advisor in the Vendor Management Office team at National Bank means acting as an expert in supplier management, influencing directions and policies related to supplier governance, ensuring the implementation, operationalization and end-to-end management of the supplier management life cycle. It is to ensure the management, monitoring of performance, development and maintenance of a good business relationship with third parties.
This profession allows you to make a positive impact on our organization with your expertise and experience in vendor management, while also allowing you to have the opportunity to learn and grow further.
Your job
- Manage the end-to-end supplier management lifecycle
- Lead and act as an owner in contract governance, in the development of strategic relationships with partners and in the application of industry best practices in the management of suppliers under your responsibility, while deploying and operating a methodology to assess, on a regular basis, the "health" of your portfolio
- Lead and influence sector directions to optimize supplier performance and alignment with the Bank's objectives
- Act as the primary liaison between the bank and its suppliers
- Interpret and control risks related to third parties and more specifically those arising from information security due diligence, financial analysis, implementation of continuity and IT succession plans, as well as monitoring of supplier performance
- Identify issues and participate in the analysis of risk issues, assess the impacts for the Bank and formulate and monitor innovative long-term solutions
- Participate in the development and implementation of cost optimization strategies to ensure the optimal positioning of the Bank and the monitoring of budgets
Your team
Within the Vendor Management Office sector, you are part of a team of 8 colleagues and report to the Senior Director. Our team stands out for its collaboration, agility, desire for continuous improvement and incredible teamwork. Our goal is to offer you maximum flexibility and quality of life. This includes a hybrid work environment.
Our apprenticeship-in-action training programs allow you to master your craft. Customized tools on vendor management topics are available to support your continuous learning. Access to colleagues with different expertise, experiences and diverse profiles enriches your development from all points of view.
Prerequisite
- Industry-related bachelor's degree and 7-10 years of experience OR industry-related master's degree and five years of relevant experience
- Experience working in banking or related to the industry
- Experience in governance, third-party performance management, contract management and risk management
- Recognized ability to negotiate contractual agreements and/or strong influencing skills
Vendor Management Office
Posted 16 days ago
Job Viewed
Job Description
A career as a Senior Advisor in the Vendor Management Office team at National Bank means acting as an expert in supplier management, influencing directions and policies related to supplier governance, ensuring the implementation, operationalization and end-to-end management of the supplier management life cycle. It is to ensure the management, monitoring of performance, development and maintenance of a good business relationship with third parties.
This profession allows you to make a positive impact on our organization with your expertise and experience in vendor management, while also allowing you to have the opportunity to learn and grow further.
Your job
- Manage the end-to-end supplier management lifecycle
- Lead and act as an owner in contract governance, in the development of strategic relationships with partners and in the application of industry best practices in the management of suppliers under your responsibility, while deploying and operating a methodology to assess, on a regular basis, the "health" of your portfolio
- Lead and influence sector directions to optimize supplier performance and alignment with the Bank's objectives
- Act as the primary liaison between the bank and its suppliers
- Interpret and control risks related to third parties and more specifically those arising from information security due diligence, financial analysis, implementation of continuity and IT succession plans, as well as monitoring of supplier performance
- Identify issues and participate in the analysis of risk issues, assess the impacts for the Bank and formulate and monitor innovative long-term solutions
- Participate in the development and implementation of cost optimization strategies to ensure the optimal positioning of the Bank and the monitoring of budgets
Your team
Within the Vendor Management Office sector, you are part of a team of 8 colleagues and report to the Senior Director. Our team stands out for its collaboration, agility, desire for continuous improvement and incredible teamwork. Our goal is to offer you maximum flexibility and quality of life. This includes a hybrid work environment.
Our apprenticeship-in-action training programs allow you to master your craft. Customized tools on vendor management topics are available to support your continuous learning. Access to colleagues with different expertise, experiences and diverse profiles enriches your development from all points of view.
Prerequisite
- Industry-related bachelor's degree and 7-10 years of experience OR industry-related master's degree and five years of relevant experience
- Experience working in banking or related to the industry
- Experience in governance, third-party performance management, contract management and risk management
- Recognized ability to negotiate contractual agreements and/or strong influencing skills
Senior Advisor Vendor Management IT/Telecom
Posted 4 days ago
Job Viewed
Job Description
A career as a Senior Advisor in the Strategic Supplier Management, Technology and Operations team at National Bank will also influence orientations and policies related to supplier governance, ensure implementation, operationalization and end-to-end management of the contract lifecycle. This position allows you to manage, monitor performance, develop and maintain a good business relationship with third parties.
It also means participating in innovative initiatives to control risks and ensure the profitability of technology investments. The incumbent must have general knowledge, including an in-depth understanding of telecom environments (networks, voice, data, mobility), understand business issues, and be able to propose strategies to support the Bank's activities. The ability to intervene strategically in telecommunications-related files, including managing specialized service providers, negotiating complex contracts and optimizing services, is essential for this role.
Your job- Manage the lifecycle of contracts under your responsibility from end to end.
- Act as a leader in governance and supplier management for the governances already in place under your responsibility
- Set up and act as a leader in supplier governance and management to integrate new tier 1 and 2 service providers into its governance portfolio
- Lead and own governance meetings under your responsibility
- Serve as the main liaison between the Bank and its suppliers
- Help implement sourcing strategies and negotiations with suppliers
- Follow up on governance stemming in part from the analysis of contractual gaps
- Understand and ensure control of third-party risks and more specifically those resulting from information security due diligence reviews, financial analyses, Implementing it continuity and recovery plans, as well as monitoring supplier performance
- Help analyze risk issues, assess the impact on the Bank and formulate innovative solutions
- Collaborate with several stakeholders, including application owners, architects, third-party risk managers, legal affairs, the sourcing sector
- Governance of large it projects - identify, Conceptualize and implement key performance indicators in collaboration with it project managers
- Participate in developing and implementing cost optimization strategies to ensure the Bank is optimally positioned in its acquisitions and collaborate in monitoring budgets
- Work in collaboration with the technology teams
Prerequisites
- Bachelor's degree in a related field and seven years of relevant experience OR master's degree in a related field and five years of relevant experience
- Experience in governance, third-party performance management, contract management and risk management
- Governance/management of telecommunications service providers (networks, voice, data, mobility, etc.) and it is an essential requirement
- In-depth expertise in telecom environments: Proven knowledge of technological, contractual and operational issues specific to telecommunications services (networks, voice, data, mobility, etc.).
- Ability to play a leadership role in negotiating complex contracts with telecom service providers, rigorously monitor their performance, and actively contribute to aligning these services with the organization’s strategic objectives
Senior Advisor Vendor Management IT/Telecom
Posted 4 days ago
Job Viewed
Job Description
A career as a Senior Advisor in the Strategic Supplier Management, Technology and Operations team at National Bank will also influence orientations and policies related to supplier governance, ensure implementation, operationalization and end-to-end management of the contract lifecycle. This position allows you to manage, monitor performance, develop and maintain a good business relationship with third parties.
It also means participating in innovative initiatives to control risks and ensure the profitability of technology investments. The incumbent must have general knowledge, including an in-depth understanding of telecom environments (networks, voice, data, mobility), understand business issues, and be able to propose strategies to support the Bank's activities. The ability to intervene strategically in telecommunications-related files, including managing specialized service providers, negotiating complex contracts and optimizing services, is essential for this role.
Your job- Manage the lifecycle of contracts under your responsibility from end to end.
- Act as a leader in governance and supplier management for the governances already in place under your responsibility
- Set up and act as a leader in supplier governance and management to integrate new tier 1 and 2 service providers into its governance portfolio
- Lead and own governance meetings under your responsibility
- Serve as the main liaison between the Bank and its suppliers
- Help implement sourcing strategies and negotiations with suppliers
- Follow up on governance stemming in part from the analysis of contractual gaps
- Understand and ensure control of third-party risks and more specifically those resulting from information security due diligence reviews, financial analyses, Implementing it continuity and recovery plans, as well as monitoring supplier performance
- Help analyze risk issues, assess the impact on the Bank and formulate innovative solutions
- Collaborate with several stakeholders, including application owners, architects, third-party risk managers, legal affairs, the sourcing sector
- Governance of large it projects - identify, Conceptualize and implement key performance indicators in collaboration with it project managers
- Participate in developing and implementing cost optimization strategies to ensure the Bank is optimally positioned in its acquisitions and collaborate in monitoring budgets
- Work in collaboration with the technology teams
Prerequisites
- Bachelor's degree in a related field and seven years of relevant experience OR master's degree in a related field and five years of relevant experience
- Experience in governance, third-party performance management, contract management and risk management
- Governance/management of telecommunications service providers (networks, voice, data, mobility, etc.) and it is an essential requirement
- In-depth expertise in telecom environments: Proven knowledge of technological, contractual and operational issues specific to telecommunications services (networks, voice, data, mobility, etc.).
- Ability to play a leadership role in negotiating complex contracts with telecom service providers, rigorously monitor their performance, and actively contribute to aligning these services with the organization’s strategic objectives
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